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VictoryShares US 500 Volatility Wtd ETF CFA

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis CFA

Will CFA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFA’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit VictoryShares US 500 Volatility Wtd ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFA

More CFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

0.37 1.9 Mil
Financial Services

Republic Services Inc

0.37 1.9 Mil
Industrials

Loews Corp

0.36 1.9 Mil
Financial Services

Coca-Cola Co

0.36 1.8 Mil
Consumer Defensive

Kimberly-Clark Corp

0.35 1.8 Mil
Consumer Defensive

S&P 500 Emini Fut Jun24

0.35 1.8 Mil
—

Colgate-Palmolive Co

0.33 1.7 Mil
Consumer Defensive

Procter & Gamble Co

0.33 1.7 Mil
Consumer Defensive

T-Mobile US Inc

0.33 1.7 Mil
Communication Services

Visa Inc Class A

0.33 1.7 Mil
Financial Services